Ryan Luna, MBA, CIMA®
Yale School of Management
Tell me more about Ryan Luna, MBA, CIMA®?
Ryan Luna, MBA, CIMA(r) is an experienced investment management professional with over 10 years of expertise in various strategies and investment styles. He is skilled in portfolio analysis, trade implementation, client relations, cash flow management, account management, trading and trading strategies, trade monitoring, account and performance monitoring, and investment analysis. Ryan has a strong track record of driving performance and maximizing business objectives, and has successfully managed global equity portfolios across the institutional and SMA spaces. He is known for his attention to detail, analytical skills, and ability to provide effective monitoring and information synthesis to maximize business objectives.
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About
My expertise is in investment management. I have over 10 years of experience encompassing multiple strategies and investment styles, which include fundamental bottom-up growth and value investing, as well as macro-hedge fund investments. HOW I CAN HELP YOU: I am knowledgeable in portfolio analysis, trade implementation, portfolio management, client relations, cash flow management, account management, trading and trading strategies, trade monitoring, account and performance monitoring, and investment analysis. MY TRACK RECORD: I am a results oriented and innovative problem solver who works to drive performance and maximize achievement of business objectives, and have successfully managed global equity portfolios across the institutional and SMA spaces. My established record of achievement in using strong attention to detail and highly developed analytical skills has enabled me to provide effective monitoring, and information synthesis to enable optimum decisions in managing investment portfolios.
...See MoreWork Experience
sr portfolio manager | wealth management
Banking
Ryan Luna, MBA, CIMA®'s Professional Milestones
- Trader (1999-06-01~2000-06-01): Achieving accurate and reliable trades through strategic planning and effective trade negotiation.
- Portfolio Manager (2017-01-01~): Successfully implemented portfolio strategies, resulting in increased profitability and market share.
Education
Investment Management Theory & Practice
Skill
Equities
Investments
Portfolio Management
Trading
Asset Allocation
Securities
Fixed Income
Bloomberg
Factset
Investment Management
Separately Managed Accounts
Equity Research
Hedge Funds
Bonds
Mutual Funds
Alternative Investments
Asset Management
Investment Strategies
Investment Advisory
Managed Accounts
Series 7
Series 63
Finance
Financial Analysis
Financial Modeling
Valuation
Microsoft Office
Global Equities
Client Relations
Financial Services
Microsoft Excel
Microsoft Word
Powerpoint
Capital Iq
Options
Global Macro
Financial Markets
Economics
Dcf Valuation
Risk Management
Leadership
Customer Service
Corporate Finance
Certification
Colleagues
Elsa Zavala
Executive Vice President | Chief Information Officer
Anna Kan
Strategy | Innovation | Growth | Corporate Board Director | Chief Executive Officer | Entrepreneur Family Business Expert
Elsa Zavala
Executive Vice President Chief Information Officer
Hector G. Gutierrez, Esq.
executive vice president & deputy chief credit officer
Mike Currie
Senior Vice President - Chief Information Officer
Other Named Ryan Luna, MBA, CIMA®
Frequently asked questions
We found 3 Ryan Luna, MBA, CIMA®'s email addresses
We found 2 Ryan Luna, MBA, CIMA®'s phone numbers
Ryan Luna, MBA, CIMA®'s social media include: Linkedin,
Ryan Luna, MBA, CIMA® works for Citizens Business Bank
Ryan Luna, MBA, CIMA®'s role in Citizens Business Bank is sr portfolio manager | wealth management
Ryan Luna, MBA, CIMA® works in the industry of Banking
Ryan Luna, MBA, CIMA®'s colleagues are Elsa Zavala,Anna Kan,Elsa Zavala
Ryan Luna, MBA, CIMA®'s latest job experience is sr portfolio manager | wealth management at Citizens Business Bank
Ryan Luna, MBA, CIMA®'s latest education in Yale School of Management